JPMorgan Chase & Co
JPM- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000019617
In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 5,157 institutions reported holding it in 13F filings for Q2 2026, worth $643.7B in total; 7 superinvestors hold it, including Viking Global Investors and Markel Group.
Other share classesAMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
13F holders, Q4 2025
Institutional positions in JPMorgan Chase & Co as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 5,155
- +488 vs. Q3 2025
- Shares held
- 1.99B
- +35.8M (+1.8%) vs. Q3 2025
- Total value
- $639.5B
- +$23.9B (+3.9%) vs. Q3 2025
- New holders
- 575
- 1,969 more added
- Sold out
- 87
- 2,155 more reduced
99 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optima Capital LLC | 797 | $256.8K | 0.11% | +7+0.9% | Added |
| Schaeffer Financial LLC | 798 | $257.1K | 0.22% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 800 | $257.8K | 0.14% | −22−2.7% | Reduced |
| 1 North Wealth Services LLC | 800 | $257.8K | 0.09% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 800 | $257.8K | 0.16% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 803 | $258.7K | 0.12% | 00.0% | Unchanged |
| Aspiring Ventures, LLC | 803 | $258.9K | 0.09% | −7−0.9% | Reduced |
| Phraction Management LLC | 804 | $259.1K | 0.07% | +804 | New |
| Cobblestone Asset Management LLC | 804 | $259.2K | 0.12% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 805 | $259.4K | 0.06% | −208−20.5% | Reduced |
| Clarendon Private LLC | 805 | $259.4K | 0.22% | +147+22.3% | Added |
| Schwallier Wealth Management LLC | 848 | $259.5K | 0.17% | +36+4.4% | Added |
| Vermillion Wealth Management, Inc. | 808 | $260.2K | 0.11% | +3+0.4% | Added |
| Town Capital LLC | 808 | $260.4K | 0.21% | +808 | New |
| DecisionPoint Financial, LLC | 808 | $260.4K | 0.06% | +174+27.4% | Added |
| Financial Avengers, Inc. | 809 | $260.6K | 0.11% | +3+0.4% | Added |
| Pearl Planning LLC | 809 | $260.7K | 0.16% | +809 | New |
| GFG Capital, LLC | 809 | $260.8K | 0.09% | −14−1.7% | Reduced |
| Family Wealth Group, LLC | 812 | $261.6K | 0.17% | −134−14.2% | Reduced |
| Sequent Planning LLC | 812 | $261.7K | 0.07% | +136+20.1% | Added |
| Baron Financial Group, LLC | 815 | $262.6K | 0.14% | 00.0% | Unchanged |
| Headland Capital, LLC | 816 | $262.8K | 0.07% | −58−6.6% | Reduced |
| marrick wealth, LLC | 818 | $263.6K | 0.22% | +818 | New |
| Armistice Capital, LLC | 819 | $263.9K | 0.01% | −69−7.8% | Reduced |
| Madrid Wealth Management, LLC | 824 | $265.5K | 0.22% | +824 | New |
| Pacific Excel Wealth Advisors, Inc. | 829 | $265.6K | 0.50% | +829 | New |
| Mark Sheptoff Financial Planning, LLC | 940 | $265.8K | 0.13% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 825 | $265.8K | 0.06% | −125−13.2% | Reduced |
| Aspect Partners, LLC | 827 | $266.5K | 0.12% | −430−34.2% | Reduced |
| Juncture Wealth Strategies, LLC | 827 | $266.5K | 0.09% | −400−32.6% | Reduced |
| Jacksonville Wealth Management, LLC | 827 | $266.5K | 0.19% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 827 | $266.5K | 0.07% | −26−3.0% | Reduced |
| Legacy Solutions, LLC | 827 | $266.6K | 0.23% | +11+1.3% | Added |
| Brandywine Trust Co | 830 | $267.4K | 0.05% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 830 | $267.4K | 0.15% | 00.0% | Unchanged |
| David Kennon Inc | 831 | $267.8K | 0.10% | −30−3.5% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 831 | $267.8K | 0.07% | 00.0% | Unchanged |
| Essential Partners LLC | 833 | $268.3K | 0.08% | +76+10.0% | Added |
| Campbell Deegan Wealth Management, LLC | 834 | $268.7K | 0.22% | +10+1.2% | Added |
| Altiora Financial Group, LLC | 835 | $269.1K | 0.05% | −59−6.6% | Reduced |
| Integrated Financial Solutions, Inc. | 837 | $269.7K | 0.19% | +837 | New |
| Vigil Wealth Management, LLC | 839 | $270.3K | 0.22% | +839 | New |
| BCU Wealth Advisors, LLC | 840 | $270.6K | 0.10% | +4+0.5% | Added |
| Puzo Michael J | 840 | $270.7K | 0.07% | 00.0% | Unchanged |
| Ballast Financial Advisors LLC | 840 | $270.8K | 0.28% | +840 | New |
| ProCore Advisors, LLC | 841 | $270.9K | 0.28% | +841 | New |
| Auour Investments LLC | 844 | $272.0K | 0.09% | 00.0% | Unchanged |
| Stonebridge Wealth Management, LLC | 846 | $272.7K | 0.26% | −125−12.9% | Reduced |
| Lifelong Wealth Advisors, Inc. | 847 | $272.8K | 0.07% | +9+1.1% | Added |
| New Jersey Better Educational Savings Trust | 847 | $272.9K | 0.46% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 848 | $273.0K | 0.18% | +4+0.5% | Added |
| Parrish Capital LLC | 848 | $273.2K | 0.25% | +848 | New |
| BlueChip Wealth Advisors LLC | 849 | $273.4K | 0.11% | −171−16.8% | Reduced |
| Fortis Advisors, LLC | 849 | $273.6K | 0.15% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 850 | $273.9K | 0.04% | +850 | New |
| Hapanowicz & Associates Financial Services, Inc | 850 | $273.9K | 0.11% | 00.0% | Unchanged |
| Phocas Financial Corp. | 851 | $274.2K | 0.04% | 00.0% | Unchanged |
| Opus Financial Solutions LLC | 852 | $274.5K | 0.26% | +852 | New |
| Avion Wealth | 854 | $275.0K | 0.06% | −282−24.8% | Reduced |
| TSA Wealth Managment LLC | 858 | $276.5K | 0.09% | +156+22.2% | Added |
| Beacon Financial Strategies CORP | 859 | $276.7K | 0.15% | 00.0% | Unchanged |
| Global View Capital Management LLC | 860 | $277.1K | 0.05% | −2−0.2% | Reduced |
| Legend Financial Advisors, Inc. | 863 | $278.1K | 0.17% | 00.0% | Unchanged |
| Fairway Wealth LLC | 863 | $278.1K | 0.07% | +44+5.4% | Added |
| Lummis Asset Management, LP | 865 | $278.7K | 0.17% | +7+0.8% | Added |
| Bonfire Financial | 866 | $279.1K | 0.21% | +19+2.2% | Added |
| Briaud Financial Planning, Inc | 871 | $280.7K | 0.07% | +124+16.6% | Added |
| Generation Capital Management LLC | 871 | $280.7K | 0.18% | +200+29.8% | Added |
| Safe Harbor Family Capital, LLC | 873 | $281.3K | 0.25% | +873 | New |
| Gordian Capital Singapore Pte Ltd | 874 | $281.6K | 0.39% | −1,000−53.4% | Reduced |
| Arrowroot Family Office, LLC | 874 | $281.7K | 0.10% | −259−22.9% | Reduced |
| Integrated Wealth Management | 874 | $281.8K | 0.32% | +874 | New |
| Financial Network Wealth Management LLC | 877 | $282.0K | 0.09% | 00.0% | Unchanged |
| Theory Financial LLC | 939 | $282.7K | 0.10% | +4+0.4% | Added |
| Prosperity Advisers, LLC | 879 | $283.2K | 0.23% | +879 | New |
| Gross & Hartman Investments LLC | 880 | $283.7K | 0.16% | +880 | New |
| Wick Capital Partners, LLC | 882 | $284.1K | 0.05% | −701−44.3% | Reduced |
| Mullaney, Keating & Wright, Inc. | 882 | $284.2K | 0.15% | 00.0% | Unchanged |
| Saranac Partners Ltd | 882 | $284.2K | 0.11% | −26,086−96.7% | Reduced |
| Tableaux LLC | 887 | $285.8K | 0.21% | −2,451−73.4% | Reduced |
| Graney & King, LLC | 888 | $286.2K | 0.17% | +1+0.1% | Added |
| E6 Portfolios, LLC | 888 | $286.2K | 0.33% | +888 | New |
| Archvest Wealth Advisors, Inc. | 888 | $286.2K | 0.18% | +54+6.5% | Added |
| Adams Wealth Management | 890 | $286.7K | 0.06% | −3−0.3% | Reduced |
| Sims Investment Management, LLC | 891 | $287.1K | 0.10% | −84−8.6% | Reduced |
| AlphaGrep UK Ltd | 891 | $287.1K | 0.10% | +891 | New |
| Capital Planning LLC | 883 | $287.4K | 0.08% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 892 | $287.4K | 0.09% | +157+21.4% | Added |
| Allstreet Capital Advisors LLC | 893 | $287.7K | 0.21% | +893 | New |
| Liberty Atlantic Advisors LLC | 893 | $287.9K | 0.28% | +893 | New |
| Mountain Capital Investment Advisors, Inc | 969 | $288.4K | 0.05% | −36−3.6% | Reduced |
| Principia Wealth Advisory, LLC | 897 | $289.0K | 0.18% | +19+2.2% | Added |
| Everstar Asset Management, LLC | 900 | $290.0K | 0.16% | −853−48.7% | Reduced |
| Trust Co of Kansas | 899 | $290.0K | 0.13% | 00.0% | Unchanged |
| Next Level Wealth Planning, LLC | 902 | $290.6K | 0.15% | −61−6.3% | Reduced |
| Act Wealth Management, LLC | 902 | $290.6K | 0.10% | −5−0.6% | Reduced |
| Welch Financial Planning, LLC | 903 | $291.0K | 0.21% | +903 | New |
| Gainplan LLC | 904 | $291.3K | 0.11% | +904 | New |
| Newport Capital Group, LLC | 905 | $291.6K | 0.18% | +60+7.1% | Added |
| Hoya Capital Real Estate, LLC | 910 | $293.2K | 4.74% | 00.0% | Unchanged |